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  2. PB&J AUTOMOTIVE, INC. DBA TUSTIN MAZDA/TUSTIN HYUNDAI
Sponsor portfolio

PB&J AUTOMOTIVE, INC. DBA TUSTIN MAZDA/TUSTIN HYUNDAI

EIN 16-1690678-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$1.7M premiums
Participants
518
28 AUTO CENTER DRIVE - TUSTIN, CA 92782714-832-6222
Plans on this EIN
2 filings
#002401k-$8.5M - 297 part#502Fully Insured-$1.7M - 220 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 220 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$719K
  • Prescription drug$698K
  • Dental$156K
  • Life$156K
  • Short-term disability$156K
  • Long-term disability$156K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • AETNA LIFE INSURANCE COMPANY50%
  • KAISER FOUNDATION HEALTH PLAN INC41%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
  • EYEMED VISION CARE1%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • DIGITAL INSURANCE LLC99%
  • ENROLLEASE1%
Total $115K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

OC AUTO TEAM 401K PLAN

401k

Assets$8.5M
Participants297
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PB&J AUTOMOTIVE, INC. DBA TUSTIN MAZDA WELFARE BENEFIT PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$1.7M
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002OC AUTO TEAM 401K PLAN401k$8.5M2972025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PB&J AUTOMOTIVE, INC. DBA TUSTIN MAZDA WELFARE BENEFIT PLANFully InsuredAETNA HEALTH, INC.$1.7M2202025
Retirement plans
Welfare plans
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